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Leading the digital transformation of banking branches

DIGITAL DASHBOARD

Visuel interface nexity

Objectives and uses

  • Support digital processes
  • Target : Branch directors and banking advisors
  • The app aggregates the KPIs required to manage the bank's multi-channel activity.

Key results

  • 90% of weekly engagement rate with the dashboard
  • From 5 excel files to 1 Toucan dashboard
  • Visibility onto the progress of digital activities and the improvement of branch performance

Challenge Facilitate the effective change management and support manager in the transition from traditional to multichannel branches

Solution Deliver a single management tool that combines ergonomics, design and usability

  • Pilotare l’attività del consulente e dargli un feedback sulla sua performance
  • Compare yourself with the profession and hierarchy and share good practices
  • Toucan is a reference during team meeting to discuss the marketing performance of the bank's branches

Results An overall view of the staff's multichannel uses

Portrait interlocuteur Nexity
The Toucan Toco app is central to driving and supporting branches.

CRÉDIT AGRICOLE CENTRE LOIRE - Fanny Sourdou, Head of Multi-Channel Activities

Key contacts at Toucan Toco